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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1351
Financial Consulate
Maryland
$249K +$1.18K +30 +0.5%
ANTB
1352
AMG National Trust Bank
Colorado
$247K – – –
CAAS
1353
Capital Asset Advisory Services
Michigan
$247K – – –
PBO
1354
Peoples Bank (Ohio)
Ohio
$247K +$2.33K +59 +0.9%
TNB
1355
Thomasville National Bank
Georgia
$246K +$249K +6,320 New
DPI
1356
Diversified Portfolios Inc
Michigan
$245K -$20.7K -525 -8%
IFB
1357
iAB Financial Bank
Indiana
$244K +$247K +6,268 New
FHB
1358
First Hawaiian Bank
Hawaii
$243K +$246K +6,248 New
TW
1359
Transform Wealth
Colorado
$241K -$26.6K -674 -10%
SCA
1360
Salient Capital Advisors
Texas
$241K -$15.8K -400 -6%
SBWM
1361
Sunflower Bank Wealth Management
Arizona
$241K +$22.6K +574 +10%
BPB
1362
Badgley, Phelps & Bell
Washington
$240K – – –
ID
1363
Integral Derivatives
New York
$237K -$4.55M -115,385 -95%
WA
1364
Wealth Architects
California
$237K -$38.6K -979 -14%
MAA
1365
Mraz Amerine & Associates
California
$237K – – –
SAM
1366
Solaris Asset Management
New York
$237K – – –
FCIM
1367
Fairview Capital Investment Management
California
$236K – – –
GI
1368
Gradient Investments
Minnesota
$236K +$73.1K +1,855 +44%
JWBC
1369
J.W. Burns & Co
New York
$235K +$39 +1 +0%
MLIC
1370
Mandatum Life Insurance Company
Finland
$234K -$328K -8,334 -58%
JIP
1371
Jaffetilchin Investment Partners
Florida
$234K -$57.7K -1,465 -20%
TCOO
1372
Trust Company of Oklahoma
Oklahoma
$234K -$19.6K -498 -8%
SFS
1373
Strategic Financial Services
New York
$233K +$2.84K +72 +1%
PHK
1374
Point72 Hong Kong
Hong Kong
$233K +$229K +5,799 +3,186%
PCP
1375
Proficio Capital Partners
Massachusetts
$231K -$32.2K -818 -12%